Copy a report

Users who cannot create their own global reports can modify a global report, and then save a personal version of the report.

시작하기 전에

Role required: report_admin

이 태스크 정보

If you save a global report as a group or personal report, the platform copies the report. The security state of the report is not changed.

주:

• If you open a personal report and save it as a group or global report, only the security state is changed. The report itself is not copied.
• When you select Insert and Stay to copy a report, sharing settings are not copied to the new report.

This topic refers to Reporting in the Core UI. If your instance is a new Australia instance or migrated to Platform Analytics experience, see Duplicate a visualization in the Visualization Designer.

프로시저

1. Navigate to sys_report.list.
2. Select the report you want to copy.
3. On the report's form, select View Report.
4. Select the arrow next to the Save button or next to the Share icon ().
   If you have permission to change the report, you see the Save button. You only see the arrow if you don't have permission to change the original report.
5. Select Insert and Stay.

   With the Save button	Without the Save button

   The Insert and Stay action creates a copy of the report that you can modify.
6. Modify the report.
   See Report types.
7. 옵션: Change the report visibility.
   In the upper right side of the report form, click the Sharing icon () and select Share.

관련 태스크

• Share a Core UI report